Master of Business Administration (Specialized in Finances), Faculty of Commerce and Accountancy, Chulalongkorn University

CERTIFIED FINANCIAL PLANNERTM professional

Investment Planner licensed from SEC – (IP license)

Scope of work:

Comprehensive total personal financial solutions

Investment plan

Retirement plan

Education plan

Risk management & insurance plan

Medical long term plan

Personal income tax plan

Estate plan

Local & international financial service & products

Professional background:

TV-show guest in topics of financial planning

Former financial Writer at Moneyhub.in.th

Former Enterprise Risk Management Specialist at Thai Oil Public Company (Limited)

Former Senior Engineer at Advanced Info Service Public Limited Company

iWS financial planner

Haruetai Limudompunth

Personal Financial Planner

Certified / Education / Training:

Bachelor of Arts in Management, Mahidol University International College

Excellent Teamwork Certificate

Spirit to Serve Certificate

Service Excellent Certificate

CFP® Module 1

Securities Investment Consultant License : 064408

Scope of work:

Comprehensive total personal financial solutions

Investment plan

Retirement plan

Education plan

Risk management & insurance plan

Medical long term plan

Estate plan

Corporate income tax plan

Personal income tax plan

Local & international financial service & products

Professional background:

Hotel management with Marriott International

Business owner as Director

iWS financial planner

Tammasin Tanedkedsakul

Personal Financial Planner

Certified / Education / Training:

Bachelor Degree in Communication Arts, Bangkok University

CFP® Module 1

Securities Investment Consultant License : 064409

Scope of work:

Comprehensive total personal financial solutions

Investment plan

Retirement plan

Education plan

Risk management & insurance plan

Medical long term plan

Estate plan

Corporate income tax plan

Personal income tax plan

Local & international financial service & products

Professional background:

5 years in Cinemaphotography

iWS financial planner

Rattanavadee Anusornvongchai

CPA (Thailand), CFP®

Personal Financial Planner

Certified / Education / Training:

Bachelor of Business and Administration program (Thammasat University)

Master Degree in MBA (Finance)

Exchange program at Copenhagen Business School, Denmark

CPA Thailand

CFP®

Scope of work:

Comprehensive total personal financial solutions

Investment plan

Retirement plan

Education plan

Risk management and Insurance planning

Medical long term care

Personal income tax and estate plan

Financial and tax due diligence for merger and acquisition

SME business advisory (finance and tax)

Family business restructure and succession (in terms of tax and legal perspective)

Corporate income tax planning and structuring

International tax planning

Corporate lending structure and cash flow management

Professional background:

Extensive experience in the fields of audit, finance and tax at Finance and Tax Advisory services at PWC, Oversea Chinese Banking Corporation, and KPMG Phoomchai Business and Tax Advisory Ltd. in Thailand and Singapore (for more than 15 years)

iWS financial planner

Apinya Titanont

Msc. in Economics

Personal Financial Planner

Certified / Education / Training:

Bachelor of Economics, Major in Economics ;Monetary ,HR and IE Minor: Marketing, Thammasat University Thailand; Bank of Tokyo-Mitsubishi 4 year scholarship for undergraduate students

Integrated Master Program, Major in Economics and Management, School of Economics and Commercial Laws , Gothenburg University, Sweden

Swedish Higher Education Scholarship for International Student in Sweden

Activities/Honors: Dean’s List (Fall 2004, Spring 2005)

Rotary International Student House Scholarship Fund 2004

Scope of work:

Comprehensive total personal financial solutions

Investment plan

Retirement plan

Education plan

Risk management and Insurance planning

Medical long term plan

Personal income tax plan

Local & international financial service & products

Professional background:

Former Agency Supervisor, Aia Co., Ltd.

Former Introducer/Assistant to Relationship Manager, Credit Suisse

Former BBA Program Consultant and developer, Stamford International University

Former Secretary of Hospitality and Tourism Management Program, Dhurakij Pundit University

Guest lecturer on "Personal Financial Planning" for Satit Kaset students

iWS financial planner

Duangjai Khamala

Personal Financial Planner

Certified / Education / Training:

Bachelor degree in Business Administration

Securities Investment Consultant License: 075190

Scope of work:

Comprehensive total personal financial solutions

Investment plan

Retirement plan

Education plan

Risk management & insurance plan

Medical long term plan

Estate plan

Corporate income tax plan

Personal income tax plan

Local & international financial service & products

Professional background:

5 years Shoha Brand Manager

5 years Managing Director of Najongjalearn Co., Ltd.

iWS financial planner

Apichart Jaroonsubwattana

Relationship Manager

Certified / Education / Training:

Master of Science field of Information Technology (King Mongkut's University of Technology Thonburi)

Bachelor of Computer Education Technology (King Mongkut's University of Technology North Bangkok)

Investment Consultant (IC)

CFP® module 1, 2

Scope of work:

Comprehensive total personal financial solutions

Investment plan

Retirement plan

Education plan

Risk management & insurance plan

Medical long term plan

Estate plan

Personal income tax plan

Local & international financial service & products

iWS financial planner

Lalita Banchuin

AFPTTM, FChFP

Relationship Manager

Certified / Education / Training:

Master of Commerce: Finance: University of New South Wales, Sydney, Australia

Fellow Chartered Financial Practitioner, FChFP

Chartered Market Technician (CMT) Level I (Technical Analysis)

Investment Planner licensed from SEC – (IP license)

Associate Financial Planner Thai Professional (AFPTTM Professional)

CFP® module 1-6 training

Scope of work:

Comprehensive Financial Planning

Retirement Planning

Investment Planning

Education Planning

Risk Management Planning

Estate and Tax Planning

Domestic and International Financial Products & Services

Professional background:

Experienced professional with more than 10 years of experience emphasizing sales, marketing, and business development in financial products and services, education, and retail business. Entrepreneur who grew three businesses from start-up to millions in annual sales through effective business planning, creative sales techniques, and innovative marketing.

Won an award from Thailand Futures Exchange (TFEX) to be the TFEX Prop-Trading Champion 2012 for Oil Futures in July 2012.

Won the first prize from SiamQuant System Trading Development Contest in 2017